Connect Chatlayer and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bot
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Chatlayer and Pipeline CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Chatlayer integrations.
Send Message
Sends a message to a user through Chatlayer.
Create Channel
Creates a Channel.
Delete Channel
Delete an existing channel.
Extract NLP Result
Extract results from the Chatlayer NLP models of your bots.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
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Frequently Asked Questions
To start, connect both your Chatlayer and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlayer triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Chatlayer data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chatlayer and Pipeline CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatlayer and Pipeline CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Chatlayer
Chatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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